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Add Billing Units  - How to cu…

Add Billing Units  - How to customise the list of automatic units to add to a case

Billing units are added automatically when you work on a case based on 6 minutes per unit.

You can optionally add billing units by using the "Add Units" menu button on the Case Details form

 

The "Manual Entry" option will open up the Add Billing Record form to allow you add the required number of units

The other options listed in the "Add Units" menu automatically add units without any further user input. You will receive confirmation in the bottom right of the Status Bar as shown below

These customisable options are defined in the System Parameters. (Tools -> System Parameters).

 

Parameters with a code of 600 list the billing units to make available in the "Add Units" menu on the Case Details form.

Code = 600

ID = Short Name to identify the reason ( This is what will appear in the drop down menu)

Text Value = This is what will be added to the Case History form - See Below

Integer Value = The number of units associated with this entry

An example of the history entries created on a case :